Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training.
AI enables advisors to spend more time on client-facing activities. Here are some easy ways to start using AI in your firm.
Discuss trends in AI usage, how advisors are using AI, why it’s worth the investment and what clients think. We’ll explain why it’s critical to get on board.
WARNING: This blog could make you feel a little bit uncomfortable. It could also help you push your win rate toward 100 percent. Brace yourself and read on.
Only half of financial advisors deliver the thing clients value most: comprehensive advice. It’s no wonder so many struggle with referrals.
Advisors continue to struggle with organic growth. In fact, recent research revealed that organic growth for advisory firms averaged 5.7% in 2023, not the 10-15% growth most firms expect. We also know that the biggest source of business growth is referrals. Advisors who aren’t getting referrals are doing something wrong. They’re not delivering the quality
If you’re a financial advisor nearing retirement, you’re not alone. In this guide, we’ll break down five proven strategies to help financial advisors build a business that’s not only sale-ready—but highly valuable.
The question clients ask before hiring a financial advisor is “Can I trust you?” Advisors who get a “Yes” grow faster, but the old mindset doesn’t work anymore.
Social Security is headed toward insolvency and the Social Security Fairness Act means 3.2 million more will be collecting benefits. Opportunities are huge for advisors who step in to help.
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.
